Issue/Symptom/Question

Why does the estimate import process not work?

Why does an internal system error show when uploading an estimate?

Why is the Import button grayed out?

Applies To

PENTA for Windows > Project Management > Estimates > Estimate Worksheet

Microsoft Excel

There could be a number of reasons why the import fails, here are some of the more frequent reasons:

Prior to Importing, ensure your mouse cursor/blue focus indicator is in the Batch header block, if it is not, the Import button will be grayed out
The Job already exists on the batch trying to import to
- Delete the Job form the middle section of the screen and then put focus next to the Job again and import
The field labels have been removed or are incorrect from the Excel File
- See the PENTA Reference Manual (available on Help drop down on Menu bar) for information on field labels (Project Management > Window Descriptions > Estimate Worksheet Import)
- Make sure the start_detail label identifies the first Costcode row to load
  - Highlight the first row and type in start_detail then hit Enter key to lock in the field label
The Excel file is opened
- Always Save and Close the Excel file prior to import
Duplicate Field Labels exist
- Open the Name Manager
- Delete all existence of the duplicate labels and then add back the label in the correct cell, column, or row
Confirm the Date field is in the Date Format